TimKeeper FOR CPA FIRMS Meet with Tim

QUICKBOOKS ONLINE BOOKKEEPING

Your clients.
Our bookkeeping.

Reliable bookkeeping support for CPA firms.
Cleaner books throughout the year. A better handoff at tax time.

See the $125 plan Let’s talk about your firm

Your client relationships. Your tax expertise. Our monthly bookkeeping.

ONE FOCUSED OFFERING

Simple scope. Clear pricing.

The essentials your firm needs to keep client books current.

CPA FIRM PLANMonthly bookkeeping

$125/mo

per client, per month

Basic bookkeeping in QuickBooks Online, so your team can focus on the work that needs your expertise.

Schedule an initial meeting

No contracted duration. Billing after completion.

The bookkeeping basics, covered.

  • Basic QuickBooks Online setup

    Setup and linking of bank accounts, credit cards, and integrations.

  • Monthly transaction review

    Review and categorization of routine bookkeeping activity.

  • Monthly reconciliations

    Bank and credit card accounts reconciled to statements.

  • Standard financial reports

    Income Statement and Balance Sheet for your firm’s review.

This plan covers the basic offering only. Additional services and ongoing support beyond this scope are not included.

Kept intentionally simple. No payroll, sales tax, invoicing, bill payments, historical cleanup, custom reporting, or recurring meetings in this offering.

PLAN FOR YOUR FIRM

One client or several.
The math stays simple.

Choose how many clients need basic monthly bookkeeping to see your firm’s monthly cost.

Number of clients $125 per month

clients
Monthly bookkeeping total5 clients × $125

$625/ month

Talk about these clients

Each client must fit the basic bookkeeping scope. Confirm fit with Tim before getting started.

WORKING TOGETHER

Behind the scenes.
Alongside your firm.

You manage the client relationship and tax work. TimKeeper handles the routine monthly bookkeeping within the agreed scope.

  1. 01

    Start with the right clients.

    Meet with Tim to review your clients’ bookkeeping needs and confirm they fit the basic offering.

  2. 02

    Connect QuickBooks Online.

    Arrange access and bank connections, then establish the information needed for monthly bookkeeping.

  3. 03

    Keep the books moving.

    Transactions are reviewed, accounts reconciled, and standard financial reports prepared for your firm.

Your firm keeps the tax and advisory work. Tax returns, tax planning, complex accounting decisions, and final tax adjustments remain with your firm.

A FEW DETAILS

Before we get started.

Have a question about whether your clients fit?
Schedule a meeting with Tim

Who is the $125 pricing for?

This offering is for CPA firms that need basic QuickBooks Online bookkeeping for their clients. The price is $125 per client, per month, for clients whose needs fit the basic scope.

What does the basic offering include?

Basic QuickBooks Online setup and connections, routine transaction review and categorization, monthly bank and credit card reconciliations, and standard Income Statement and Balance Sheet reports.

Are additional services or support included?

No. This is a basic bookkeeping offering only. Payroll, sales tax, invoicing, bill payments, historical cleanup, custom reporting, recurring meetings, and additional ongoing support are not included.

Which bookkeeping platform do you use?

TimKeeper works exclusively in QuickBooks Online. This offering is for clients using QuickBooks Online.

Is there a long-term contract?

There is no contracted duration. Billing takes place after the bookkeeping work is completed.

BOOKKEEPING SUPPORT FOR CPA FIRMS

Let’s put your clients’
books in good order.

Start with a conversation about your firm.

Meet with Tim $125 per client, per month